Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Following graduation from Penn State, Eli started his own business development firm where he catered to technology companies. After seeing much success as well as some failures, he decided to follow his passion for the financial markets and pursued a career in Wealth Management, where he joined Morgan Stanley as a Financial Advisor in 2015. This laid down the groundwork for Eli to launch his career to new heights at Merrill Lynch Wealth Management, where he is happy to now call home.
Eli helps ensure that clients are served with a boutique-style approach from a team of specialists that are skilled in working with wealthy families. Quarterbacking the strengths of Merrill, Bank of America Private Bank and Bank of America is an invaluable skill that Eli takes pride in. Because of this, his clients enjoy access to an array of resources that are tailored to fit a forward-thinking strategy that is communicated in a way that clients can understand.
Over many years of working with charitably-inclined individuals and nonprofit institutions, we have developed specialized investment, administrative and advisory services to help you meet your mission. We firmly believe that sophisticated investment management alone cannot guarantee the success of a philanthropic endeavor. It is in the utilization of these resources in the context of sound governance practices, board and/or family engagement, a clearly articulated mission, and effective and efficient program initiatives that you and your organization will thrive.
Structure and Planning-
It is common that our first objective is to examine both sides of a client’s balance sheet, looking at both assets and liabilities. This allows our team to determine how the assets are structured and oriented in regards to reaching the client’s goals. We find it invaluable to examine key documents such as estate plans, wills, tax returns and executive compensation plans so that we can create a working financial statement for each client. Establishing this financial framework allows us to prepare for the things that we can control, providing more financial confidence.
Trust and Estate Planning Services-
We work with clients to construct and implement wealth transfer strategies that are logical and easy to understand. While providing premier resources and expertise from Bank of America Private Bank, we seek to assist clients in developing and understanding of their options and articulating their long term vision. We provide access to an array of options including managed agency, in-house corporate trustee and Delaware trust services.
Risk not only refers to concentration, interest or credit risk, but also includes liquidity, estate tax and balance sheet risk as well. We perform due diligence that accounts for all of these matters, so that we can help ensure our clients’ wealth is preserved in the best possible way.
As a global leader in capital markets, the Merrill investment platform allows for highly sophisticated management of fixed income, equity and alternative investment strategies. All third party asset managers we hire have been qualified through a rigorous due diligence process from Merrill Lynch Wealth Management, which is widely considered the most prudent in the industry. Advanced portfolio analytics enables us to monitor these customized strategies, which range from portfolio preservation to long term growth. We utilize active, passive and private placement investment vehicles.
Access to Private Banking and Lending-
We are a full service lender for various client needs. In addition to traditional cash management and lending, we offer tools that are specifically designed for the wealthy. Creating loan structures that utilize existing portfolio assets often times lowers the cost of financing in competitive rate environments. Our boutique-like strategies offer a wide breadth of options, including real estate, aircraft and art. We also understand that convenience is important, so that in order to stay organized, clients may use a secure online portal that unifies all of their finances.
Above all else, having a team that you can rely on when you need them is most important. We admire clients that expect on-demand service and pay attention to detail, because that is who we are.
English, German & Hindi
Penn State University
Learn more about the highly engaging podcast series from Merrill Lynch
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Division Structured Credit Exc
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.